Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q2 2019)

According to the SEC 13F filed on Aug 14, 2026, the Semper Augustus Investments Group portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2019. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2019, the filing reported:

New Buys - None reported

Increases - Cummins Inc., Costco Wholesale Corporation, Walt Disney Company (The), Equinor ASA, Intel Corporation, and 8 more

Reductions - American Express Company, Berkshire Hathaway Inc., Dollar General Corporation, Hexcel Corporation, Mercury General Corporation, and 1 more

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2019	AXP American Express Company	American Express Company	Sell	-859	-4.0%	$2.52K	20,425
Q2 2019	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-1	-1.2%	$26.74K	84
Q2 2019	CMI Cummins Inc.	Cummins Inc.	Buy	+30	+0.1%	$5.02K	29,311
Q2 2019	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Buy	+14	+0.1%	$5.16K	19,530
Q2 2019	DG Dollar General Corporation	Dollar General Corporation	Sell	-742	-1.3%	$7.35K	54,405
Q2 2019	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+37	+0.2%	$3.00K	21,505
Q2 2019	EQNR Equinor ASA	Equinor ASA	Buy	+7,298	+6.8%	$2.28K	115,113
Q2 2019	HXL Hexcel Corporation	Hexcel Corporation	Sell	-3,130	-4.8%	$4.99K	61,632
Q2 2019	INTC Intel Corporation	Intel Corporation	Buy	+18,843	+91.1%	$1.89K	39,520
Q2 2019	KGC Kinross Gold Corporation	Kinross Gold Corporation	Buy	+3,562	+0.3%	$4.22K	1,087,314
Q2 2019	MCY Mercury General Corporation	Mercury General Corporation	Sell	-44,992	-29.4%	$6.75K	108,043
Q2 2019	MDT Medtronic	Medtronic	Buy	+56	+1.1%	$497.00	5,106
Q2 2019	N6596X109 NXP Semiconductors	NXP Semiconductors	Buy	+206	+0.4%	$5.15K	52,798
Q2 2019	NEM Newmont Corporation	Newmont Corporation	Buy	+113,823	+65.2%	$11.09K	288,349
Q2 2019	SBUX Starbucks Corporation	Starbucks Corporation	Sell	-58,809	-34.0%	$9.55K	113,915
Q2 2019	SMHI SEACOR Marine Holdings Inc.	SEACOR Marine Holdings Inc.	Buy	+350	+0.1%	$4.81K	321,498
Q2 2019	SWKS Skyworks Solutions, Inc.	Skyworks Solutions, Inc.	Buy	+1,427	+2.4%	$4.67K	60,430
Q2 2019	WAFD WaFd, Inc.	WaFd, Inc.	Buy	+298	+0.6%	$1.90K	54,320
Q2 2019	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Buy	+185	+0.2%	$8.43K	110,024